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The information contained within this site is issued by Cohesion Investments for information only. It does not constitute, or form part of, any offer of, or invitation to apply for, securities nor shall it, or the fact of its distribution, form the basis of or be relied upon in connection with any contract or commitment to acquire any securities or funds
Successful investors identify companies that can grow their earnings and share prices faster than those around them
One theme and country that for two decades has consistently delivered faster growing earnings and better performance is India
India is one of the fastest growing economies in the world and has emerged as a key destination for foreign investors in recent years
The Indian economy, even during its slowdown years, typically grew at a pace developed countries have not seen for decades. We believe movements under the surface of Indian society are leading to growing opportunities for companies in India. As people increasingly move into cities, attain middle class status and want houses, cars, motorbikes, fridges, televisions, financial services, entertainment and a host of other items, we feel there is the opportunity for investors to see a strong potential return from investments in India
India’s dynamic Prime Minister, Mr Narendra Modi, has asserted himself as a dominant leader in India and, now, in his second term, is driving reform and change across the country in a way never seen before and, whilst there will be temporary periods of slowing and taking a breather, nevertheless the direction is very clear – this is a country expecting to double and treble in economic size in just a few years
In such a diverse country, there is no substitute for local knowledge. Cohesion has partnered with leading on the ground experts who have in-depth knowledge and expertise of the local market. They are one of the biggest and most dominant players in India and have repeatedly been recognised as one of the best in their field and have a track record that is not only one of the best in India, but probably one of the best long-term fund performances in the world spanning more than two decades
Successful investors identify companies that can grow their earnings and share prices faster than those around them
One theme that for two decades has consistently centred around faster growing earnings and better performance is water
Today potentially offers one of the most attractive entry points seen in recent times
In an uncertain world we draw comfort from investing in assets where there is a real and sustainable need. In our view, nowhere does this statement better apply than water. Other commodities, goods or services can be cancelled when times get tough, or substituted for something else
Water is certainly the world's most precious resource, there is simply no substitute
Two thirds of the world’s population currently faces water scarcity today
By 2030 the world’s annual global water requirements will exceed current sustainable water supplies by 40% due to population growth and urbanisation
High profile water issues, such as pollution / lack of clean water, are driving powerful regulation and enforcement globally
US$ 13.7 trillion is required in global water infrastructure spend by 2030 – more than 4.5x the GDP of the UK. Developed markets are replacing ageing water infrastructure whilst emerging markets are often installing it for the first time
Water companies are confronting the water crisis through the provision of pioneering solutions
They are developing cutting-edge technologies in global end markets and benefitting from multi-billion-dollar government spending programmes on water infrastructure
Solution providers addressing the water crisis are inherently more likely to achieve exceptional ESG standards
We believe that companies with superior ESG standards are likely to outperform
Our water expert partners have developed a customised methodology that actually measures the positive impact of the portfolio's activities against the United Nations Sustainable Development Goals (SDGs)
Most thematic funds require an asset allocator to be bullish on a particular asset class. To buy a gold fund you probably have to be aggressively confident on gold. To buy an energy fund you are likely to be bullish on the oil price. Investing in water is different and a long term growth theme where an allocation to water could be an attractive source of alpha and diversification to a portfolio for many years to come
For professional investors and accredited investors only and should not be relied upon by retail clients.
To access the content within this section, you must meet the accredited investors criteria as defined below. For all discretionary managers wishing to access this content, all of your underlying clients must also meet the below criteria:
Accredited Investor has the meaning as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore, including any person, whether a resident or national of Singapore or not, who/which is:
(i) an individual - (A) whose net personal assets exceed in value S$2 million/GBP £1 million (or its equivalent in value in another currency); or (B) whose income in the preceding 12 months is not less than S$300,000/GBP £150,000 (or its equivalent in another currency) or such other amount as the Authority may prescribe in place of the first amount;
(ii) a corporation with net assets exceeding S$10 million/GBP £5 million in value (or its equivalent in value in another currency) or such other amount as the Authority may prescribe in place of the first amount, as determined by (A) the most recent audited balance-sheet of the corporation or, (B) where the corporation is not required to prepare audited accounts regularly, a balance-sheet certified by the corporation to give a true and fair view of the state of affairs of the corporation as of the date of the balance-sheet, which date shall be within the preceding 12 months;
(iii) the trustee of a trust of which all property and rights of any kind whatsoever held on trust for the beneficiaries of the trust exceed S$10 million/GBP £5 million in value (or its equivalent in another currency) when acting in that capacity;
(iv) an entity (other than a corporation) with net assets exceeding S$10 million/GBP £5 million in value (or its equivalent value in another currency);
For the purpose of this category, an "entity" includes a corporation (as defined in Section 4(1) of the Singapore Companies Act, Cap 50), an unincorporated association, a partnership and the government of any state, but does not include a trust;
(v) a partnership (other than a limited liability partnership within the meaning of the Limited Liability Partnership Act 2005 (Act 5 of 2005) of Singapore) in which each partner is an Accredited Investor; or
(vi) a corporation, the sole business of which is to hold investments and the entire share capital of which is owned by one or more persons, each of whom is an Accredited Investor
Please click below to confirm that you meet the necessary criteria or click ‘Reject’ to return to the homepage if you do not meet them.
*Please note that Singapore Dollar to British Pound (SGD/GBP) exchange rates are calculated at a rate of 2:1
For professional investors and accredited investors only and should not be relied upon by retail clients.
To access the content within this section, you must meet the accredited investors criteria as defined below. For all discretionary managers wishing to access this content, all of your underlying clients must also meet the below criteria:
Accredited Investor has the meaning as defined in Section 4A of the Securities and Futures Act, Chapter 289 of Singapore, including any person, whether a resident or national of Singapore or not, who/which is:
(i) an individual - (A) whose net personal assets exceed in value S$2 million/GBP £1 million (or its equivalent in value in another currency); or (B) whose income in the preceding 12 months is not less than S$300,000/GBP £150,000 (or its equivalent in another currency) or such other amount as the Authority may prescribe in place of the first amount;
(ii) a corporation with net assets exceeding S$10 million/GBP £5 million in value (or its equivalent in value in another currency) or such other amount as the Authority may prescribe in place of the first amount, as determined by (A) the most recent audited balance-sheet of the corporation or, (B) where the corporation is not required to prepare audited accounts regularly, a balance-sheet certified by the corporation to give a true and fair view of the state of affairs of the corporation as of the date of the balance-sheet, which date shall be within the preceding 12 months;
(iii) the trustee of a trust of which all property and rights of any kind whatsoever held on trust for the beneficiaries of the trust exceed S$10 million/GBP £5 million in value (or its equivalent in another currency) when acting in that capacity;
(iv) an entity (other than a corporation) with net assets exceeding S$10 million/GBP £5 million in value (or its equivalent value in another currency);
For the purpose of this category, an "entity" includes a corporation (as defined in Section 4(1) of the Singapore Companies Act, Cap 50), an unincorporated association, a partnership and the government of any state, but does not include a trust;
(v) a partnership (other than a limited liability partnership within the meaning of the Limited Liability Partnership Act 2005 (Act 5 of 2005) of Singapore) in which each partner is an Accredited Investor; or
(vi) a corporation, the sole business of which is to hold investments and the entire share capital of which is owned by one or more persons, each of whom is an Accredited Investor
Please click below to confirm that you meet the necessary criteria or click ‘Reject’ to return to the homepage if you do not meet them.
*Please note that Singapore Dollar to British Pound (SGD/GBP) exchange rates are calculated at a rate of 2:1